A 24/7 Wall St. article examines Nebius Group's 50% three-month share collapse after it cut 2026 revenue guidance to $3–3.2 billion and lifted capex to around $27 billion, despite Q3 revenue of $980.8 million beating consensus. Analyst targets still imply large upside — Northland's $410 is the Street high — and 24/7 Wall St. suggests the decline may be excessive if prepayments keep covering capex and owned sites deliver on schedule, with management expecting $12–13 billion 2027 revenue.